WalkMe for Salesforce

The proverb “too many cooks spoil the broth” is particularly relevant to the complexities faced by modern corporations when implementing multiple software solutions. Challenges such as metric failure, siloed data, reduced employee productivity, and the constant need to adapt to new software can overwhelm employees and impact customer service.

In this blog, you will learn:

• Introduction of Walkme
• The process of Walkme integration

WalkMe Salesforce Integration 

Prerequisites for Configuring WalkMe Salesforce Integration

To begin integrating WalkMe with Salesforce, organizations must ensure the following prerequisites are met:

• A WalkMe Account: Access to a current WalkMe subscription.
• A Salesforce Account: Users should have administrative privileges or the ability to modify all data, enabling OAuth 2.0 authorization for metadata updates.

The integration is designed exclusively to update existing Salesforce records, not to create new ones.

About WalkMe SalesForce

WalkMe serves as a Digital Adoption Platform that aids organizations in accelerating their digital transformation by maximizing the effectiveness of their software investments.

Key Features and Benefits of Using WalkMe include:

• Increased Operational Transparency: Track where teams face difficulties with software applications.
• Real-time Insights: Gain a clear perspective on customer interactions and behaviours.
• Engagement with WalkMe ShoutOuts: Notify and guide customers through digital processes effectively.

WalkMe Salesforce Integration facilitates a robust connection between WalkMe’s digital guidance capabilities and Salesforce’s CRM prowess.

Benefits of Integration:

• Improved Onboarding and Training: Simplify the onboarding process for new software users.
• Lead Nurturing: Identify and convert leads effectively using insights for personalized engagement.
• Enhanced Upselling Opportunities: Use data analytics to identify and act on upselling opportunities.

Step-by-Step Guide to Configuring WalkMe Salesforce Integration

Preparing for WalkMe Salesforce Integration

Step 1: Identify the Pertinent Data

Segregate data that requires synchronization with Salesforce CRM.

Step 2: Add Custom Fields to Salesforce Objects

This task should be performed by a Salesforce Administrator using the recommended ‘WalkMe’ prefix for custom fields.

WalkMe Salesforce Integration: The Process

Step 1: Select Your Salesforce Integration

Navigate to the WalkMe Insights Console and choose the appropriate integration.

Step 2: Connect Your Salesforce CRM Environment

Authenticate the connection between WalkMe and Salesforce using OAuth 2.0.

Step 3: Create the WalkMe Salesforce Integration

Utilize the “CREATE NEW INTEGRATION” button to initiate the integration wizard.

Step 4: Select a Salesforce Environment

Choose between available Salesforce environments to sync with WalkMe.

Step 5: Select the Insights Report & Matching Salesforce Object

Map the WalkMe Insights Report to the corresponding Salesforce Object.

Step 6: Map Fields to Update

Designate the specific Salesforce fields to be updated with data from WalkMe.

Step 7: Execute Your WalkMe Salesforce Integration

Implement the integration and verify its success through generated logs.

Conclusion

As we wrap up our exploration of WalkMe Salesforce Integration, it’s evident how this powerful tool can transform your CRM experience, making it more efficient and user-friendly. Whether you’re a seasoned Salesforce professional or just starting out, the integration’s capacity to streamline processes and provide valuable insights is undeniably beneficial.

For those of you looking to deepen your understanding of Salesforce and enhance your skills, We highly recommend joining our saasguru community on Slack. It’s a platform where you can connect with fellow Salesforce enthusiasts, share insights, and learn from real-world experiences. 

Furthermore, to really get your hands dirty with practical knowledge, jump into one of saasguru’s online Salesforce bootcamps. These bootcamps are designed to provide hands-on training and real project experience, guiding you every step of the way in your Salesforce journey.

Take this opportunity to grow and excel in your Salesforce career. Enroll in Our online Salesforce Bootcamps now, and start transforming your Salesforce skills today!